Recurring Gift Promotion and Processing

Former Member
Former Member $organization

If you are promoting and processing recurring gifts (monthly, quarterly, annually) would you please let me know how you are managing this process?  What utility are you using?  Are you able to do this through a Tessitura platform or do you outsource this, for example, using PayPal, givingfuel.com or idonate platforms? Thank you. 

Parents
  • Same here. Patrons can set up a monthly donation online but it comes into us as a CSI then the manual process begins. We’re wondering if this will change once the chip and pin functionality comes into play in October.

     

    www.cocastl.org

     

    Shelley Osburn

    Systems Services Manager

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tony Exler
    Sent: Monday, May 18, 2015 10:30 AM
    To: Shelley Osburn
    Subject: RE: [Tessitura Development Forum] Recurring Gift Promotion and Processing

     

    Hello Laura,

     

    We may be old school, but we manage this in a few different ways, all internally. 

     

    1.       We ask the donor for a credit card and use the Tessitura Pledge Billing report and use the Automatic Credit Card Billing option.

    2.       We set up direct debit (EFT) from a donor’s bank account.  We gather information from donor and our Finance department sets up the EFT.

    3.       We set up a reminder and handle it manually.

     

    Best regards,

    Tony

     

    Tony Exler
    Director of Data Standards
    Nashville Symphony
    Schermerhorn Symphony Center
    One Symphony Place
    Nashville, TN 37201-2031
    T 615.687.6535 F 615.687.6403
    texler@nashvillesymphony.org
    NashvilleSymphony.org

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Monday, May 18, 2015 10:11 AM
    To: Tony Exler
    Subject: [Tessitura Development Forum] Recurring Gift Promotion and Processing

     

    If you are promoting and processing recurring gifts (monthly, quarterly, annually) would you please let me know how you are managing this process?  What utility are you using?  Are you able to do this through a Tessitura platform or do you outsource this, for example, using PayPal, givingfuel.com or idonate platforms? Thank you. 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • Same here. Patrons can set up a monthly donation online but it comes into us as a CSI then the manual process begins. We’re wondering if this will change once the chip and pin functionality comes into play in October.

     

    www.cocastl.org

     

    Shelley Osburn

    Systems Services Manager

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tony Exler
    Sent: Monday, May 18, 2015 10:30 AM
    To: Shelley Osburn
    Subject: RE: [Tessitura Development Forum] Recurring Gift Promotion and Processing

     

    Hello Laura,

     

    We may be old school, but we manage this in a few different ways, all internally. 

     

    1.       We ask the donor for a credit card and use the Tessitura Pledge Billing report and use the Automatic Credit Card Billing option.

    2.       We set up direct debit (EFT) from a donor’s bank account.  We gather information from donor and our Finance department sets up the EFT.

    3.       We set up a reminder and handle it manually.

     

    Best regards,

    Tony

     

    Tony Exler
    Director of Data Standards
    Nashville Symphony
    Schermerhorn Symphony Center
    One Symphony Place
    Nashville, TN 37201-2031
    T 615.687.6535 F 615.687.6403
    texler@nashvillesymphony.org
    NashvilleSymphony.org

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Monday, May 18, 2015 10:11 AM
    To: Tony Exler
    Subject: [Tessitura Development Forum] Recurring Gift Promotion and Processing

     

    If you are promoting and processing recurring gifts (monthly, quarterly, annually) would you please let me know how you are managing this process?  What utility are you using?  Are you able to do this through a Tessitura platform or do you outsource this, for example, using PayPal, givingfuel.com or idonate platforms? Thank you. 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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